Anic Equity¶
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Total return since start: 0.614 %¶
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Equity now: -----------------------------> 49306.68 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45245.14 Kr¶
PnL: ---------------------------------------> 189.14 Kr¶
DD now: ---------------------------------> -7.179 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 13:30:59.731117'
Anic Portfolio¶
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.160000 | 1670.400000 | 201.400000 | 13.710000 | 1468.999998 |
| Orrön Energy | 180 | -1.430000 | 2170.800000 | 127.800000 | 6.260000 | 2043.000000 |
| Atrium Ljungberg B | 5 | -0.250000 | 992.500000 | 57.500000 | 6.150000 | 935.000000 |
| Sagax A | 4 | 0.000000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| Sagax B | 4 | -0.580000 | 892.000000 | 38.000000 | 4.450000 | 854.000000 |
| Hoist Finance | 35 | 0.000000 | 1016.750000 | 36.750000 | 3.750000 | 980.000000 |
| Hexatronic Group | 12 | 0.140000 | 1003.200000 | 36.200000 | 3.740000 | 966.999996 |
| Catena | 2 | -1.530000 | 826.000000 | 34.000000 | 4.290000 | 792.000000 |
| Sedana Medical | 93 | -4.050000 | 2553.780000 | 32.780000 | 1.300000 | 2521.000011 |
| JM | 6 | -0.800000 | 895.200000 | 31.200000 | 3.610000 | 864.000000 |
| Platzer Fastigheter Holding B | 12 | -3.060000 | 988.800000 | 27.800000 | 2.890000 | 960.999996 |
| OX2 | 13 | 1.840000 | 972.400000 | 22.400000 | 2.360000 | 949.999999 |
| Bilia A | 8 | -0.090000 | 915.200000 | 15.200000 | 1.690000 | 900.000000 |
| Biotage | 7 | -0.440000 | 953.400000 | 12.400000 | 1.320000 | 940.999997 |
| VEF | 909 | -2.480000 | 1861.630000 | 11.630000 | 0.630000 | 1850.000436 |
| HEXPOL B | 9 | 0.440000 | 1032.300000 | 11.300000 | 1.110000 | 1020.999996 |
| BioGaia B | 8 | -1.520000 | 936.000000 | 6.000000 | 0.650000 | 930.000000 |
| Gränges | 9 | -1.240000 | 930.600000 | 2.600000 | 0.280000 | 927.999999 |
| Clas Ohlson B | 12 | -1.160000 | 972.600000 | -0.400000 | -0.040000 | 972.999996 |
| Byggmax Group | 33 | -1.900000 | 955.020000 | -0.980000 | -0.100000 | 956.000001 |
| AcadeMedia | 8 | -1.570000 | 400.000000 | -2.000000 | -0.500000 | 402.000000 |
| ASSA ABLOY B | 3 | -0.960000 | 772.200000 | -6.800000 | -0.870000 | 779.000001 |
| EQT | 4 | -1.430000 | 824.400000 | -7.600000 | -0.910000 | 832.000000 |
| INVISIO | 16 | 1.550000 | 3672.000000 | -17.000000 | -0.460000 | 3689.000000 |
| Creaspac SPAC | 39 | 0.000000 | 3697.200000 | -20.800000 | -0.560000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | -0.880000 | 945.000000 | -22.000000 | -2.280000 | 966.999999 |
| Addnode Group B | 11 | -0.370000 | 898.700000 | -22.300000 | -2.420000 | 921.000003 |
| Alimak Group | 11 | -1.560000 | 904.200000 | -23.800000 | -2.560000 | 927.999996 |
| SKF B | 5 | -0.680000 | 912.000000 | -28.000000 | -2.980000 | 940.000000 |
| Indutrade | 5 | -0.670000 | 1182.000000 | -36.000000 | -2.960000 | 1218.000000 |
| Latour B | 4 | -0.780000 | 809.600000 | -47.400000 | -5.530000 | 857.000000 |
| Vitec Software Group B | 2 | -2.740000 | 1030.000000 | -57.000000 | -5.240000 | 1087.000000 |
| Bufab | 3 | -0.690000 | 1043.400000 | -65.600000 | -5.920000 | 1109.000001 |
| Hexagon B | 26 | -1.890000 | 3368.300000 | -92.700000 | -2.680000 | 3461.000010 |
| BHG Group | 97 | -1.620000 | 1358.970000 | -100.030000 | -6.860000 | 1458.999989 |
| TOTAL | 45252.550000 | 196.550000 | -7.16535% | 45056.000411 |
Updated:¶
'2023-07-05 13:30:20.646520'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
